9月8日，Lumentum盘中上涨4.16%，报928.5美元/股，成交额7.73亿美元。
消息面上，光通信板块持续获得多重利好催化。当日A股CPO概念领涨超5%，中际旭创大涨超10%，跨市场情绪共振为美股光通信个股提供支撑，同业Applied Optoelectronics涨7.01%、诺基亚涨4.14%、Ciena涨3.7%，板块联动效应显著。高盛最新报告大幅上修全球光模块出货预期，机构层面德意志银行首次覆盖Lumentum给予买入评级、目标价1200美元，Evercore ISI亦以跑赢大盘评级、1100美元目标价发起覆盖。据机构梳理，Lumentum积压订单已超两年，光芯片交付持续紧缺，基本面景气度获得验证。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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